Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-5,132
Closed -$269K 341
2024
Q3
$269K Buy
5,132
+706
+16% +$37K 0.04% 340
2024
Q2
$256K Hold
4,426
0.04% 355
2024
Q1
$256K Hold
4,426
0.04% 355
2023
Q4
$217K Buy
+4,426
New +$217K 0.04% 368
2023
Q3
Sell
-4,414
Closed -$201K 394
2023
Q2
$201K Buy
+4,414
New +$201K 0.04% 359